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Scharf Investments’s Markel Group MKL Stock Holding History

Scharf Investments’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118M Sell
60,564
-578
-0.9% -$1.08M 3.91% 5
2026
Q1 		$117M Sell
61,142
-8,061
-12% -$16.4M 3.61% 7
2025
Q4 		$149M Sell
69,203
-6,143
-8% -$12.4M 4% 7
2025
Q3 		$144M Sell
75,346
-12,634
-14% -$24.8M 3.62% 12
2025
Q2 		$176M Sell
87,980
-889
-1% -$1.67M 5.06% 6
2025
Q1 		$166M Sell
88,869
-6,396
-7% -$11.8M 5.02% 6
2024
Q4 		$164M Sell
95,265
-5,564
-6% -$9.23M 4.88% 6
2024
Q3 		$158M Sell
100,829
-5,877
-6% -$9.2M 4.35% 10
2024
Q2 		$168M Sell
106,706
-16,293
-13% -$25.3M 4.8% 8
2024
Q1 		$187M Sell
122,999
-3,921
-3% -$5.75M 5.07% 7
2023
Q4 		$180M Buy
126,920
+4,933
+4% +$7M 4.94% 7
2023
Q3 		$180M Sell
121,987
-3,695
-3% -$5.41M 5.37% 5
2023
Q2 		$174M Buy
125,682
+782
+0.6% +$1.05M 5.22% 5
2023
Q1 		$160M Sell
124,900
-1,061
-0.8% -$1.41M 5.04% 6
2022
Q4 		$166M Sell
125,961
-229
-0.2% -$283K 5.43% 5
2022
Q3 		$137M Buy
126,190
+4,126
+3% +$5.03M 5.16% 7
2022
Q2 		$158M Sell
122,064
-2,901
-2% -$3.98M 5.39% 6
2022
Q1 		$184M Buy
124,965
+3,972
+3% +$5.13M 5.47% 5
2021
Q4 		$149M Sell
120,993
-7,699
-6% -$9.72M 4.43% 11
2021
Q3 		$154M Sell
128,692
-1,170
-0.9% -$1.44M 4.86% 8
2021
Q2 		$154M Buy
129,862
+5,737
+5% +$6.88M 4.68% 8
2021
Q1 		$141M Buy
124,125
+14,176
+13% +$15.3M 4.9% 9
2020
Q4 		$114M Buy
+109,949
New +$110M 4.28% 11
2016
Q1 		– Sell
-1,470
Closed -$1.3M – 60
2015
Q4 		$1.3M Hold
1,470
– – 0.03% 40
2015
Q3 		$1.18M Sell
1,470
-1,663
-53% -$1.41M 0.03% 39
2015
Q2 		$2.51M Sell
3,133
-114,989
-97% -$89.4M 0.06% 27
2015
Q1 		$90.8M Buy
118,122
+1,852
+2% +$1.34M 2.52% 22
2014
Q4 		$79.4M Buy
116,270
+9,168
+9% +$6.22M 2.39% 22
2014
Q3 		$68.1M Buy
107,102
+9,036
+9% +$5.83M 2.41% 21
2014
Q2 		$64.3M Buy
98,066
+4,096
+4% +$2.58M 2.5% 20
2014
Q1 		$56M Buy
93,970
+5,800
+7% +$3.3M 2.49% 21
2013
Q4 		$51.2M Buy
88,170
+76,035
+627% +$41.3M 2.29% 22
2013
Q3 		$6.28M Buy
+12,135
New +$6.38M 0.3% 27

Other funds holding MKL

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SC
Steginsky Capital Port Washington, New York $666M AUM 34.57% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
LCS
Luma Capital SA Luxembourg $112M AUM

Scharf Investments's MKL Position: Q2 2026 in Review

Scharf Investments reduced its Markel Group (MKL) stake by 0.95% in Q2 2026, selling an estimated $1.08M and leaving 60,564 shares worth $118M. The position accounts for 3.91% of the portfolio, ranked #5.

Scharf Investments first reported a position in MKL in Q3 2013 and has held it in 33 quarters since. The position peaked at $187M in Q1 2024. 117 funds tracked by Wall St. Rank hold MKL as of Q2 2026.

  • Scharf Investments held 60,564 shares of Markel Group worth $118M as of Q2 2026.
  • Scharf Investments sold 578 Markel Group shares in Q2 2026, an estimated $1.08M.
  • Markel Group made up 3.91% of Scharf Investments's portfolio in Q2 2026, its #5 holding.
  • Scharf Investments first reported a position in Markel Group in Q3 2013 and has held it in 33 quarters since.
  • Scharf Investments's Markel Group position peaked at $187M in Q1 2024.
  • 117 funds tracked by Wall St. Rank held Markel Group as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.